Get in touch
202.409.4550
shep@sequencewm.com
Wealth Creation, Legacy Planning,
and a Successful Retirement Require a Unique and Holistic Approach.
Welcome to Sequence Wealth Management
At Sequence Wealth Management, we specialize in providing tailored wealth management solutions for founders, entrepreneurs, and high-net-worth families.
Experiencing unique challenges, we understand that financial success isn't just about returns. It is an exercise in first, understanding your goals and then using our fiduciary approach across disciplines to ensure success.
Our Core Beliefs
Our goal is to safeguard your financial future by focusing on maximizing after-tax cash flows, minimizing risk, and creating asset protection strategies so that your wealth works for you at every stage of life.
With decades of experience with personalized strategies to manage wealth and optimize business finances, we provide tailored, multi-generational financial solutions for high-net-worth families, entrepreneurs, and business owners.
About us
We are your trusted partners in financial security, offering tailored strategies, expert guidance, and a focus on protecting your wealth through all market conditions.
